Can't import transactions in csv file and WB won't update transactions for one account from Aug. 8/24 to Dec. 31/24

I understand you're experiencing issues with importing your CSV transactions, tmcgimps. I'm here to assist you through this process.

Are there any error messages that appear when you attempt to import your CSV transactions? This information will help us better understand the issue and find the best solution for you.

To resolve this issue, ensure that your CSV file is formatted correctly to match the requirements of our software. This can include the correct column either the following 3-column or 4-column format, date formats, and other required fields.

After ensuring the correct format, I recommend performing some browser troubleshooting to address potential latency issues due to browser performance.

For additional details on importing transactions into QBSE, read this article: Manually import transactions into QuickBooks Self-Employed.

To better organize your income and expenses, please use this link for a guide on categorizing transactions in QBSE: Categorize transactions in QuickBooks Self-Employed.

Don’t hesitate to return to this thread if you have more questions about handling bank-related transactions. I’m always here to assist you.